CWB icon

SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 182 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 457457 (0)

33% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 182

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
457
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$645K
Puts
$6.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
201
Horst & Graben Wealth Management
Oregon
$782K
JIR
202
James Investment Research
Ohio
$778K
KFI
203
Key Financial Inc
Pennsylvania
$775K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$775K
RT
205
Rockland Trust
Massachusetts
$768K
SP
206
Stablepoint Partners
Massachusetts
$754K
EWA
207
EverSource Wealth Advisors
Alabama
$740K
PA
208
Pinnacle Associates
New York
$738K
PFA
209
Portland Financial Advisors
New York
$738K
Invesco
210
Invesco
Georgia
$727K
IWC
211
Integrated Wealth Concepts
Massachusetts
$723K
JPMorgan Chase & Co
212
JPMorgan Chase & Co
New York
$718K
SWAG
213
Spectrum Wealth Advisory Group
California
$713K
Squarepoint
214
Squarepoint
New York
$708K
FFA
215
Farther Finance Advisors
California
$702K
SI
216
Stephens Inc
Arkansas
$691K
M&T Bank
217
M&T Bank
New York
$670K
P
218
&Partners
Tennessee
$669K
WB
219
Webster Bank
Connecticut
$665K
SWM
220
SeaCrest Wealth Management
New York
$656K
LFA
221
Laraway Financial Advisors
Minnesota
$653K
FWA
222
FORM Wealth Advisors
Wisconsin
$653K
CMMS
223
Comprehensive Money Management Services
Florida
$641K
CAI
224
Capital Advisors Inc
Oklahoma
$632K
SFP
225
Strategic Financial Partners
Oregon
$628K